Harbor Investment Advisory
Harbor Private Wealth Advisory

Kelly Novak Group

Delivering premier access to customized investment management solutions and high quality comprehensive financial planning

Our Practice

With decades of experience navigating various market cycles, we offer our perspective, discipline, and dedication to providing straightforward, hands on, customized wealth advisory solutions to assist in the proper stewardship of your assets. By taking a collaborative approach, we work with your tax and legal professionals to identify, simplify, and solve complex financial issues to help you achieve greater clarity and control.

Who We Serve:

  • High Net Worth and Ultra High Net Worth Individuals & Families
  • Business Owners and Entrepreneurs
  • Corporate Executives
  • Financial Service Executives (specifically Venture Capital, Private Equity, and Asset Managers)
  • Retirees Approaching Retirement
  • Family Offices
  • Complex Trusts
  • Private Foundations
  • Private Companies and LLCs

Areas of Expertise:

  • Investment Policy Formulation
  • Investment Portfolio Management and Design
  • Generational Wealth Transfer Planning
  • In Depth Financial Planning
  • Outsourced Insurance Consulting
  • Financial Literacy and Wealth Education for Children
  • Comprehensive Wealth Planning
  • Hedging Strategies and Risk management
  • Pre-Liquidity Planning
  • Restricted Securities (Rule 144 and Rule 10b5-1 Plans)
  • Manager and Investment Due Diligence
  • Comprehensive Consolidated Reporting
  • Lending Facilities

A Collaborative Approach

We put clients at the center of every personalized strategy- Focusing on what is important to you, we seek to obtain a comprehensive picture of your unique circumstances to skillfully coordinate your financial needs, goals, challenges, and values that guide your life and legacy in a holistic fashion, and act as your advocate in all wealth matters. Our team operates on the principles of transparency, respect, and objectivity.

Your Advisory Team

Phone: 410-659-8904

Contact Us
Steve Kelly

Managing Director,
Financial Advisor

Matt Novak

CFP®

Vice President,
Financial Advisor

Katrina Kunkler

Vice President,
Director of Research

Scott G. Hahn, Jr.

CFP®

Associate Vice President,
Client Relationship Manager

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